LA
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Lucus Advisors’s St. Joe Company JOE Stock Holding History

Lucus Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-30,492
Closed -$566K – 362
2015
Q1 		$566K Buy
30,492
+5,140
+20% +$88.3K 0.29% 32
2014
Q4 		$466K Buy
+25,352
New +$478K 0.21% 174

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lucus Advisors's JOE Position: Q2 2015 in Review

Lucus Advisors sold out of St. Joe Company (JOE) in Q2 2015, closing a stake of 30,492 shares — an estimated $566K sold.

Lucus Advisors first reported a position in JOE in Q4 2014 and held it in 2 quarters. The position peaked at $566K in Q1 2015. 136 funds tracked by Wall St. Rank hold JOE as of Q2 2015.

  • Lucus Advisors reported no remaining St. Joe Company position as of Q2 2015 after selling out during the quarter.
  • Lucus Advisors sold 30,492 St. Joe Company shares in Q2 2015, an estimated $566K.
  • Lucus Advisors first reported a position in St. Joe Company in Q4 2014 and held it in 2 quarters.
  • Lucus Advisors's St. Joe Company position peaked at $566K in Q1 2015.
  • 136 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.